atomos wealth is seeking a proactive Client Administrator to support Financial Planners in our London office. You will manage admin processes that underpin professional advice, ensuring timely, accurate service for clients and advisers.
In this role you’ll maintain records, prepare reviews, and help with scheduling while building trusted relationships with clients and planners. Excellent attention to detail and a client-centric approach are essential.
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Remote Financial Planning Client Services Specialist in London employer: atomos wealth
At atomos wealth, we pride ourselves on being an exceptional employer in the West of England, offering a dynamic work culture that fosters collaboration and innovation. Our commitment to employee growth is evident through tailored development opportunities and a supportive environment where your contributions are valued. Join us to lead a dedicated team and make a meaningful impact in the wealth management sector while enjoying the benefits of a flexible and agile workplace.
